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Dennis Elfert
About | Practice Areas
The Law Office of Dennis J. Elfert, APLC
522 Roussell St Houma, LA 70360» view map
Estate Law
Over 25 Years Of Experience

Dennis Elfert is a practicing lawyer in the state of Louisiana who handles Social Security, Estate, Real Estate, and Accident and Injury matters.

985-655-3333
1. Dennis Elfert Houma, LA
  Attorney at Law- LA
  Loyola Law School, J.D.
2. AboutThe Law Office of Dennis J. Elfert, APLC
  Over 25 Years Of Experience
3. Practice AreasExpertise
  Estate Law
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Includes: Estate Administration, Living Wills, Wills

Gregory P Aucoin

Criminal, Personal Injury, Wills & Probate

Status: In Good Standing Licensed: 46 Years

CONTACT

504 Roderick St, Morgan City, LA 70380

Felix Julius Sternfels

Social Security, Wills, Disability, Personal Injury

Status: In Good Standing Licensed: 24 Years

CONTACT

4858 Highway 1, Napoleonville, LA 70390

Claudia Mitchell Thompson

Elder Law, Family Law, Commercial Real Estate, Wills

Status: Inactive Licensed: 25 Years

CONTACT

100 Maxine Blvd, Gray, LA 70359

Camille Saltz Babin

Wills, Wills & Probate, Family Law, Divorce

Status: In Good Standing Licensed: 25 Years

CONTACT

254 Barrow St, Houma, LA 70360

Vincent Dagate

Real Estate, Wills & Probate, Family Law, Corporate

Status: In Good Standing Licensed: 39 Years

CONTACT

7905 Park Ave, Houma, LA 70364

Van F Ellender

Business Successions, Family Law, Wills & Probate

Status: In Good Standing Licensed: 54 Years

CONTACT

704 Winfield Blvd, Houma, LA 70360

Philip N. Maples

Wills & Probate, Divorce, Products Liability, Medical Malpractice

Status: In Good Standing

CONTACT

704 Winfield Blvd, Houma, LA 70360

Dean M Wattigny

Estate Administration, Government, Business & Trade

Status: In Good Standing Licensed: 45 Years

CONTACT

103 E Main St, New Iberia, LA 70560

Joseph J LaPlace

Power of Attorney, Social Security, Wills, Elder Law

Status: In Good Standing Licensed: 21 Years

CONTACT

1991 Highway 75, Sunshine, LA 70780

Sharrolyn Jackson Miles

Traffic, Lawsuit & Dispute, Health Care, Wills & Probate, Accident & Injury

Status: In Good Standing Licensed: 17 Years

CONTACT

1317 W Airline Hwy, La Place, LA 70068

800-923-0641

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LEGAL TERMS

SUMMARY PROBATE

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are ... (more...)

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are complicated, but a few examples include estates worth up to $100,000 in California; New York estates where property, excluding real estate and amounts that must be set aside for surviving family members, is worth $20,000 or less; and Texas estates where the value of property doesn't exceed what is needed to pay a family allowance and certain creditors.

AB TRUST

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of... (more...)

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of the property goes to the beneficiaries named in the trust -- commonly, the grown children of the couple -- with the crucial condition that the surviving spouse has the right to use the property for life and is entitled to any income it generates. The surviving spouse may even be allowed to spend principal in certain circumstances. When the surviving spouse dies, the property passes to the trust beneficiaries. It is not considered part of the second spouse's estate for estate tax purposes. Using this kind of trust keeps the second spouse's taxable estate half the size it would be if the property were left directly to the spouse. This type of trust is also known as a bypass or credit shelter trust.

FAMILY ALLOWANCE

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to ... (more...)

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to help support the surviving spouse and children during the time it takes to probate the estate. The amount is determined by state law and varies greatly from state to state.

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

TESTAMENTARY TRUST

A trust created by a will, effective only upon the death of the willmaker.

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to o... (more...)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to or taken from a worker provides some protection for workers in the event certain types of pension plans cannot pay the benefits to which workers are entitled, and requires that employers provide full and clear information about employees' pension rights, including the way pension benefits accumulate, how the company invests pension funds, and when and how pension benefits can be collected.

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

INVENTORY

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or admini... (more...)

A complete listing of all property owned by a deceased person at the time of death. The inventory is filed with the court during probate. The executor or administrator of the estate is responsible for making and filing the inventory.

SAMPLE LEGAL CASES

IN RE SIVERD

... Siverd. However, on November 28, 2007, Edward DuFaur filed a petition for probate of last will and testament, asserting that Holly Siverd in fact died testate, having executed a last will and testament on January 29, 2007. The ...

In re Succession of Davis

... [1]. An order admitting Davis's will to probate and authorizing letters testamentary to Cano was signed by a Texas court on June 20, 2006. ... 3401, et seq., and La. RS 9:2421, et seq. An order of probate was signed by the Louisiana court on January 11, 2007. ...

IN RE SUCCESSION OF DOUCET

... Beverly Sanders Doucet appeals a judgment that refused to probate a copy of the notarial will that her late husband executed naming her his sole universal legatee. ... Reiterating 741 that "it is not clear what became of the will," the court rejected Beverly's claim for probate. ...

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Morgan City Wills & Probate Lawyer, Louisiana

Sponsored Law Firm

The Law Office of Dennis J. Elfert, APLC

SPONSORED LAWYERS

Gregory P Aucoin

Felix Julius Sternfels

Claudia Mitchell Thompson

Camille Saltz Babin

Vincent Dagate

Van F Ellender

Philip N. Maples

Dean M Wattigny

Joseph J LaPlace

Sharrolyn Jackson Miles

TIPS

LEGAL TERMS

SUMMARY PROBATE

AB TRUST

FAMILY ALLOWANCE

AUGMENTED ESTATE

TESTAMENTARY TRUST

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

EXEMPTION TRUST

TRUST MERGER

INVENTORY

SAMPLE LEGAL CASES

IN RE SIVERD

In re Succession of Davis

IN RE SUCCESSION OF DOUCET

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